Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $404,496 | $85,766+371.6% | $136,297+196.8% | $70,131+476.8% |
| Participation rate | 5.5% | 74.2%-68.7pp | 81.9%-76.5pp | 69.5%-64.1pp |
| Annual return | 16.69% | 31.45%-14.8pp | 5156.16%-5139.5pp | 73.14%-56.5pp |
| Employer contribution / active EE | $809 | $2,966-72.7% | $4,696-82.8% | $2,342-65.4% |
| Participant deferral / active EE | $2,205 | $5,051-56.3% | $6,247-64.7% | $3,332-33.8% |
| Admin fee / account holder | $4,581 | $5,420-15.5% | $9,244-50.4% | $4,645-1.4% |